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Bullboard Post History

by Clemxb7

T.SU

Pretty bullish inventory report - 11 million bbls

Go Canadian O&G the world needs you! https://ir.eia.gov/wpsr/overview...

October 18, 2023

V.FUU

Compare Hole PLN-22-035 to PLN23-101 (todays)

The big hole last year was PLN-22-035: 15.0 mtotal composite...

October 16, 2023

T.SU

RE:RE:RE:TotalEnergies CAVES: Suncor Gets 100% Fort Hills For C$ 1.5B

No doubt Suncor now a significantly more valuable company. Oil gurus Josh...

October 4, 2023

T.SU

RE:TotalEnergies CAVES: Suncor Gets 100% Fort Hills For C$ 1.5B

The deal on its face is really positive for Suncor's future. They can pay...

October 4, 2023

T.SU

RE:321 Crack Spread plummets 50% in 30 days

Crack spreads are definitely a concern. Obviously end demand is a big input...

September 28, 2023

T.SU

Stable higher prices will grow multiples

Historically I think the reason the Saudis have always been willing to...

September 27, 2023

T.SU

RE:Crude Inventories: Another way of looking at it

One thing about the SPR is less than half the stored oil now is the heavy...

September 8, 2023

T.SU

RE:RE:Saudis AND Russia extend cuts to end of Year

We saw this coming in July. Glad I invested accordingly!

September 5, 2023

T.SU

Saudis extend cuts to December

https://twitter.com/chigrl/status/1699047724773961743

September 5, 2023

T.SU

Should Suncor rebrand to Petro-Canada or something?

Even though I am an investor and positive based on the fundamentals I...

September 3, 2023

T.SU

National Bank of Canada evaluates SU / Price Target = $57.00

The figures below assume modest WTI prices. from @emmpeethree

August 27, 2023

T.SU

Multiple compression in Canadian O&G

I'm going to try to post this interesting graphic from twitter ...

August 25, 2023

T.SU

Value of Suncor's downstream business

I found these side by side comparisons between CNR and SU from @garquake...

August 18, 2023

T.SU

Terra Nova back in business

This wasn't supposed to happen in 2023. I'm not complaining. Always...

August 14, 2023

T.SU

RE:Crack spreads

So often when Canadian Oil is compared lazy analysts reference oil production...

August 11, 2023

T.SU

Is Putin going to play his oil ace?

It's a controversial opinion though my perception - and I have been...

August 10, 2023

T.SU

RE:Last one on crack spreads

I hope this really isn't your last post on crack spreads! (lol) Looks...

August 8, 2023

T.SU

RE:Disconnect

I agree that the recent move in oil should be reflected in a higher...

August 7, 2023

T.SU

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:Just asking some SU holders...

One thing to consider is Total is a European company. In Europe the...

August 6, 2023

T.SU

In no way is the inventory draw not positive for price

It’s weird to see oil sell so hard on the release of the most bullish report...

August 2, 2023

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